PPTY vs. SRVR
PPTY (US Diversified Real Estate ETF) and SRVR (Pacer Data & Infrastructure Real Estate ETF) are both REIT funds - PPTY tracks the USREX - U.S. Diversified Real Estate Index while SRVR tracks the FTSE Nareit All Equity REITs Index. Both are passively managed. Over the past 5 years, PPTY returned 2.69%/yr vs -3.01%/yr for SRVR. Their 0.69 correlation means they have sometimes moved together and sometimes differently. Both charge a 0.49% expense ratio.
Performance
PPTY vs. SRVR - Performance Comparison
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Returns By Period
In the year-to-date period, PPTY achieves a 16.67% return, which is significantly higher than SRVR's 8.80% return.
PPTY
- 1D
- -0.59%
- 1M
- 0.11%
- 6M
- 14.60%
- YTD
- 16.67%
- 1Y
- 20.67%
- 3Y*
- 8.78%
- 5Y*
- 2.69%
- 10Y*
- —
- ALL TIME*
- 7.51%
SRVR
- 1D
- -1.06%
- 1M
- -0.84%
- 6M
- 1.06%
- YTD
- 8.80%
- 1Y
- 0.43%
- 3Y*
- 4.12%
- 5Y*
- -3.01%
- 10Y*
- —
- ALL TIME*
- 5.00%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $217.61K | $190.74K | $109.18K | |
| $1.88M | $2.23M | $2.66M |
PPTY vs. SRVR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
PPTY US Diversified Real Estate ETF | 16.67% | -3.47% | 9.85% | 12.66% | -26.10% | 40.36% | -7.25% | 30.19% | 0.92% |
SRVR Pacer Data & Infrastructure Real Estate ETF | 8.80% | -1.99% | 2.70% | 6.84% | -31.90% | 22.31% | 11.99% | 41.98% | -3.66% |
Correlation
The correlation between PPTY and SRVR is 0.40, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.40 |
Correlation (3Y) Balances recent behavior with more history. | 0.63 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.72 |
Correlation (All Time) Calculated using the full available price history since May 16, 2018 | 0.69 |
Over the past year, the correlation between PPTY and SRVR has dropped to 0.40 - well below their long-term average of 0.69, suggesting their price drivers have been diverging.
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Return for Risk
PPTY vs. SRVR — Risk / Return Rank
PPTY
SRVR
PPTY vs. SRVR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for US Diversified Real Estate ETF (PPTY) and Pacer Data & Infrastructure Real Estate ETF (SRVR). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| PPTY | SRVR | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.45 | ||
| Sortino ratioReturn per unit of downside risk | +1.96 | ||
| Omega ratioGain probability vs. loss probability | 1.25 | 1.01 | +0.23 |
| Calmar ratioReturn relative to maximum drawdown | 2.45 | -0.02 | +2.47 |
| Martin ratioReturn relative to average drawdown | 7.57 | -0.05 | +7.62 |
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Drawdowns
PPTY vs. SRVR - Drawdown Comparison
The maximum PPTY drawdown since its inception was -41.69%, roughly equal to the maximum SRVR drawdown of -40.99%. Use the drawdown chart below to compare losses from any high point for PPTY and SRVR.
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Drawdown Indicators
| PPTY | SRVR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.69% | -40.99% | -0.70% |
Max Drawdown (1Y)Largest decline over 1 year | -8.09% | -15.01% | +6.92% |
Max Drawdown (3Y)Largest decline over 3 years | -21.06% | -18.34% | -2.72% |
Max Drawdown (5Y)Largest decline over 5 years | -32.37% | -40.99% | +8.62% |
Current DrawdownCurrent decline from peak | -2.17% | -20.33% | +18.16% |
Average DrawdownAverage peak-to-trough decline | -11.14% | -15.30% | +4.16% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.61% | 6.18% | -3.57% |
Volatility
PPTY vs. SRVR - Volatility Comparison
The current volatility for US Diversified Real Estate ETF (PPTY) is 4.35%, while Pacer Data & Infrastructure Real Estate ETF (SRVR) has a volatility of 5.05%. This indicates that PPTY experiences smaller price fluctuations and is considered to be less risky than SRVR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PPTY | SRVR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.35% | 5.05% | -0.70% |
Volatility (6M)Calculated over the trailing 6-month period | 10.37% | 14.27% | -3.90% |
Volatility (1Y)Calculated over the trailing 1-year period | 13.98% | 17.42% | -3.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.57% | 19.89% | -1.32% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.82% | 21.39% | +0.43% |
PPTY vs. SRVR - Expense Ratio Comparison
Both PPTY and SRVR have an expense ratio of 0.49%.
Dividends
PPTY vs. SRVR - Dividend Comparison
PPTY's dividend yield for the trailing twelve months is around 2.46%, less than SRVR's 2.81% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
PPTY US Diversified Real Estate ETF | 2.46% | 3.04% | 3.29% | 4.08% | 4.29% | 2.87% | 3.43% | 3.30% | 1.97% |
SRVR Pacer Data & Infrastructure Real Estate ETF | 2.81% | 2.67% | 2.00% | 3.69% | 1.70% | 1.19% | 1.59% | 1.61% | 2.13% |
Frequently Asked Questions
PPTY and SRVR have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SRVR has higher volatility (5.05%) compared to PPTY (4.35%). In terms of maximum drawdown, PPTY dropped -41.69% vs SRVR's -40.99%.
On 5-year performance, PPTY leads with 2.69% vs -3.01% for SRVR. Both ETFs have the same 0.49% expense ratio. On volatility, PPTY has been the lower-risk option at 4.35%. The better choice depends on whether you care most about return, fees, risk, or income.
Over the 5-year period, PPTY has performed better with a 2.69% return vs -3.01%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.
PPTY and SRVR have the same expense ratio: 0.49% per year.
SRVR has the higher dividend yield at 2.81%, compared with 2.46% for PPTY.
PPTY tracks USREX - U.S. Diversified Real Estate Index, while SRVR tracks FTSE Nareit All Equity REITs Index. They also come from different issuers: Vident and Pacer.
PPTY currently has the higher Sharpe Ratio (1.43 vs -0.02), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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